Analytics & Reporting

Navigation: Sidebar → Analytics Reports | URL: /reports

The Analytics Reports section in HeldSway gives you a complete performance picture of your affiliate program — covering traffic, conversions, revenue, commission trends, referral links, and coupon activity. It is divided into six dedicated sub-sections, each focusing on a specific aspect of your program's performance.

How to Access Analytics Reports

In the left sidebar, click Analytics Reports. The sidebar expands to reveal all six sub-sections listed beneath it. Click any sub-section to open that report directly.

For RentMy stores: Navigate to Affiliate → Reports in your RentMy admin sidebar.

The Six Report Sub-Sections

Changing the Date Range

Every sub-section shares the same date range selector in the top-right corner of the page. Options include:

All charts, summary cards, and tables on the active report page update instantly when the date range changes.

Exporting Report Data

Every report section includes an Export button in the top-right corner of the page. Clicking it downloads a spreadsheet file (.CSV) containing all data currently visible on screen — including the active date range and any filters applied.

Tip: Review your Reports page at the start of each month. Compare your Conversion Rate and Top Affiliates rankings to identify who deserves a bonus, a higher commission tier, or additional promotional support.

Related: How to Use the Analytics Overview Dashboard | How to Analyse Conversions & Funnel

Navigation: Sidebar → Analytics Reports → Overview | URL: /reports

The Overview dashboard is the first page you land on when you open Analytics Reports. It provides a high-level summary of your affiliate program's traffic and financial performance — across whichever date range you select.

Summary Cards

Four headline metric cards appear at the top of the Overview:

These cards update in real time when you change the date range.

Charts

Sessions & Page Views Over Time

A daily trend line chart showing Sessions and Page Views plotted side by side across the selected period.

• Each point on the chart represents one day's data.
• Two separate lines let you compare Sessions (number of visits) against Page Views (pages consumed per visit).
• Use this chart to identify traffic spikes caused by affiliate campaign launches, promotional events, or seasonal activity.
• A gap between Sessions and Page Views (i.e., page views significantly higher than sessions) indicates affiliates are sending engaged visitors who browse multiple pages.

Traffic Sources

A breakdown chart showing what share of your total sessions came from each acquisition channel — for example, referral links, coupon codes, or direct traffic.

• Helps you understand which promotional methods your affiliates are using most effectively.
• A high share from Referral Links indicates click-based promotions are working.
• A high share from Coupons indicates your affiliates are primarily using promo codes (common for podcast and newsletter affiliates).

How to Use This Dashboard

Related: How to Analyse Conversions & Funnel | How to Analyse Affiliate Performance

Navigation: Sidebar → Analytics Reports → Conversions & Funnel | URL: /reports/conversions

The Conversions & Funnel report tracks how many affiliate-driven visitors converted into paying customers, how much revenue those conversions generated, and how much commission those orders triggered. This is the most direct indicator of your affiliate program's financial output.

Summary Cards

Charts

Conversions Over Time

A daily line chart showing the number of conversions recorded each day across the selected period.

• Peaks in this chart often align with affiliate promotions, content publication dates, or seasonal demand.
• A flat or declining line over an extended period signals that traffic may be increasing without translating into bookings — check the Affiliates report to identify which affiliates have low conversion rates.

Revenue Over Time

A daily line chart showing the gross revenue generated by affiliate-driven bookings each day.

• Compare this chart against Conversions Over Time to understand whether your Average Order Value (AOV) is stable, rising, or falling.
• If Conversions are increasing but Revenue is flat or declining, affiliates may be driving smaller-value bookings — worth investigating through the E-commerce or Affiliates reports.

Also Tracked: Commission Over Time

In the RentMy integration, this section also includes:

Commission Over Time — a bar chart showing daily commission amounts paid or approved. Hover over any bar to see the exact commission figure for that day. This helps you identify which days generate the highest payout obligations.

Using This Report

Related: How to Use the Analytics Overview Dashboard | How to Analyse Affiliate Performance

Navigation: Sidebar → Analytics Reports → E-commerce | URL: /reports/ecommerce

The E-commerce report provides product-level sales data from your connected store, showing exactly which products or services affiliates are most successfully promoting and selling.

What This Report Shows

While the Conversions & Funnel report tells you how many orders were placed and their total value, the E-commerce report breaks that down further — showing you performance at the individual product or service level.

Key data available:

How to Use This Report

Identify your highest-converting products
Sort by Units Sold to see which products affiliates are most successfully driving customers to purchase. These are your "hero" products for affiliate promotions.

Find your most valuable products
Sort by Revenue to see which products generate the most affiliate-driven income — even if unit volume is lower (common for premium or high-ticket items).

Brief affiliates on what to focus on
Share top-performing product insights with your affiliate partners. When affiliates promote products that already convert well through their audience, everyone earns more.

Identify products that need attention
Products with high affiliate traffic but low conversion may indicate a pricing issue, a product page quality problem, or a mismatch between the affiliate's audience and the product.

Combining with Other Reports

For a complete picture, combine the E-commerce report with:

• Affiliates report — to see which affiliates are selling which products
• Links report — to see which referral link destinations are driving the most product-level sales
• Orders & Commissions — to see individual order records with full product and commission detail

Related: How to Analyse Conversions & Funnel | How to Analyse Referral Link Performance

Navigation: Sidebar → Analytics Reports → Coupons | URL: /reports/coupons

The Coupons report shows performance data for every coupon code linked to an affiliate in your program. It tells you how often each code was used, the revenue those uses generated, and the commissions they triggered.

What This Report Shows

Why Coupon Tracking Matters

Many affiliates — particularly podcasters, newsletter writers, and social media creators — promote via spoken or written coupon codes rather than click-based referral links. These audiences hear or read a code and type it directly at checkout, bypassing any link click entirely.

Without coupon tracking, these conversions would be invisible in your program. The Coupons report captures them fully, ensuring affiliates who promote this way receive accurate credit and commission.

Reading the Clicks by Campaign Breakdown

For RentMy store owners, this section also includes a Clicks by Campaign view — a breakdown of referral link clicks grouped by the campaign name assigned to each link.

This is useful for affiliates or program managers who create multiple referral links under different campaign labels (e.g., "Summer Blog Post", "Email Newsletter", "Instagram Bio") to understand which campaign context drives the most engagement.

How to Use This Report

Related: How to Analyse Referral Link Performance | How to Analyse Affiliate Performance

Navigation: Sidebar → Analytics Reports → Affiliates | URL: /reports/affiliates

The Affiliates report is your most powerful tool for evaluating individual affiliate performance. It shows every affiliate's contribution to your program side by side — helping you identify who to invest in, who to coach, and who may need to be reviewed.

What This Report Shows

Each affiliate appears as a row, with their full performance metrics for the selected date range:

Top Affiliates Table

The Affiliates report prominently features a Top Affiliates ranked table — a sorted view of your best-performing affiliates by total earnings. This is your go-to view for recognising and rewarding your highest contributors.

Use it to:

• Identify which affiliates to prioritise for relationship management
• Spot month-over-month changes in who is driving the most value
• Support decisions about offering higher commission tiers to specific affiliates

Identifying Top Performers

Sort by Revenue to see which affiliates are generating the most booking or sales value.

Sort by Conversion Rate to find affiliates who send highly qualified, purchase-ready traffic — even if their raw click volume is lower than others. These affiliates often have the most engaged, niche-specific audiences.

Sort by Commission to understand your payout distribution — is your commission spend concentrated in a few affiliates, or spread across many?

Identifying Underperformers

Affiliates with high sessions but very low conversions may be:

• Sending traffic from an audience that is not the right fit for your product
• Using promotional content that misrepresents what you offer
• Driving curiosity clicks (e.g., from social media) rather than purchase-intent traffic

For underperforming affiliates, review their promotional content and consider a direct conversation about their strategy before making any account decisions.

Cross-Referencing with Other Data

Related: How to Analyse Referral Link Performance | How to View Orders & Commissions

Navigation: Sidebar → Analytics Reports → Links | URL: /reports/links

The Links report shows click and conversion data broken down by each individual referral link across your entire program. While the Affiliates report shows per-affiliate totals, the Links report lets you go one level deeper — comparing the performance of specific links an affiliate is using.

What This Report Shows

Each referral link appears as a row:

Clicks by Campaign

The Links report also surfaces a Clicks by Campaign breakdown — grouping link clicks by the campaign tag assigned when the referral link was created.

For example, if an affiliate has three links labelled "Email Newsletter", "Instagram Bio", and "Blog Post Review", the Clicks by Campaign view shows how many clicks each channel is generating — helping both you and your affiliate understand which content format drives the most traffic.

How to Use This Report

Compare destination page performance
If the same affiliate has links pointing to your homepage and to a specific product page, compare their conversion rates. The destination that converts better should be the one you encourage more affiliates to use.

Identify high-click but low-conversion links
A link with many clicks but few conversions suggests the landing page is not converting the traffic well — a separate issue from the affiliate's promotional quality.

Spot inactive links
Links with Status: Inactive are not tracking. If a link should be active, check its settings in Referral Links and re-enable it.

Support affiliate coaching
Share per-link performance data with your affiliates during check-ins. Showing them which of their own links converts best helps them optimise where they focus their promotional efforts.

Payout Summary (RentMy Integration)

For RentMy store owners, the Reports section also includes a Payout Summary — a record of all payouts you have made, including the amount and payment method used for each. This gives you a full financial audit trail without leaving the Reports section.